Good RX/credit stories
Texas two step, chewy, serta, J.crew, special situations? Anyone have some cheeky/interesting RX or credit stories?
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Incora, Clubcorp, Mitel, Hovnanian(GSO), Caesars, Envision, Boardriders, Revlon, Claire's, Cineworld, FTX, Diamond Sports Group. Those are the ones that immediately come to mind. I don't have a creditsights subscription but max frumes always seems to write interesting storylines about topical cases right now. If you have a subscription if you could bless me that would be awesome.
Net short activism is probably the most cheeky. IMO goes over and above your typical lender on lender violence. See Windstream (Aurelius) and Hovnanian (as the above said).
Sujeet Indap at the FT and FTAV do a lot of interesting work too.
Does RX firms give you access to Creditsights (Levfin insights) and Reorg? I'm a incoming SA and most the stuff I found was just through FT/WSJ and Debtwire.
Yes, definitely. The type of coverage on those sites is typically more dry and tactical compared to the FT/WSJ, but infinitely more useful on the job.
Ahh got it. I've seen a few articles from Max Frumes-- thought they were much more in depth than WSJ. Though, there was probably a lot of non-public information
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